News
The State of Ukraine’s Economy
Clearly, one of the big drivers to world markets in 2022 was the Russian invasion of Ukraine. War is simply politics by force, and many observers of this situation [...]
Read more The State of Ukraine’s Economy
The US Federal Reserve and Interest Rates: Everything You Need to Know {Part 1/2}
The US Federal Reserve and Interest Rates: Saving the American Economy Since 1913 The Federal Reserve has dug the American economy out of some of the greatest ruts [...]
Read more The US Federal Reserve and Interest Rates: Everything You Need to Know {Part 1/2}
The US Federal Reserve and Interest Rates: Everything You Need to Know {Part 2/2}
1. Market Perception Investors are always looking at the Fed for guidance when making investment decisions. This places such an influence over crucial members of [...]
Read more The US Federal Reserve and Interest Rates: Everything You Need to Know {Part 2/2}
Markets and War
Conflict and finance have always had a close relationship. Apart from the effects of economic warfare and increased spending, there is a lot of uncertainty in the [...]
Read more Markets and War
IRA Hack: Rule 72(t) Might Help You Avoid the Early Withdrawal Penalty
Among the strengths of an Individual Retirement Account (IRA) are the incentives to save for retirement–but also the disincentives (penalties) that [...]
Read more IRA Hack: Rule 72(t) Might Help You Avoid the Early Withdrawal Penalty
Everything You Ever Wanted to Know About 457 Plans
Through the years working with you, our clients, we have had the privilege to assist many investors with crafting a sound investment strategy with their [...]
Read more Everything You Ever Wanted to Know About 457 Plans
IRS Gives Every Taxpayer a Break in 2021
I.R.S. Delays Tax Filing & Payment Deadlines The new deadline is May 17, 2021. Less than one month ahead of the traditional date, the I.R.S. has delayed [...]
Read more IRS Gives Every Taxpayer a Break in 2021
Everything You Ever Wanted to Know About Form 1099
1099 Forms Explaining the many types of 1099 forms and their uses. What is a 1099 form? This is a record of payment from an individual or entity, showing a [...]
Read more Everything You Ever Wanted to Know About Form 1099
Checklist Before Exercising a Stock Option
Receiving stock options in an employment contract is only the first step of a long and rewarding process. The first stock grant is exciting, but soon, that shine [...]
Read more Checklist Before Exercising a Stock Option
Should I Exercise My Vested Stock Options This Year?
Exercising your stock options is a choice that every professional must eventually make. You signed an employment contract that includes stock options. Over time, [...]
Read more Should I Exercise My Vested Stock Options This Year?
Recent posts
-
Market Update: It’s Lonely Out There
July 21, 2023 -
Optimizing Your Social Security
July 19, 2023 -
College Costs Keep Rising
July 9, 2023 -
What is a Private Foundation?
June 16, 2023 -
Are You Ready for an IRS Audit?
May 11, 2023 -
Surprise, Surprise: Stocks, Bonds and Gold Rise
April 10, 2023
